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Financial Alternatives

Financial Alternatives News and Insights

Integrated Wealth Management

Investing Newsletter – Jul 2018

  • Last year International Developed Stocks and International Emerging Stocks outperformed US Large Stocks.

  • Year-to-date US Stocks are outperforming International Stocks.

  • For the 10 year period from 2000–2009 the S&P 500 lost -9.10%. International investments logged significant gains during this period.

  • Maintaining a globally diversified portfolio can help to smooth out the returns of a portfolio concentrated in US stocks.

  • It is next to impossible to successfully time moves between US and international investments in an effort to always be in the highest returning markets.

  • It is better to remain globally diversified and disciplined in rebalancing your portfolio back to its predetermined allocation.

  • Vanguard is forecasting lower returns over the next 10 years.